Service Order Item Dates

You use service order item dates and times to create the work order item dates and times. When you add a new service order, the service order item dates and time default to the function dates and times assigned to the service order. In most cases, this provides the correct item dates and times. However, you can change the service order item dates and times when adding a service order or by editing the service order item.

To change the default service order dates and times from the function dates and times:

  1. Click the Edit Layout link in the lower right corner of the Add Service Order screen. The Edit Layout screen opens.
  2. Select the Use Function Date field from the Available Fields section.
  3. Drag and drop the field to wherever on the screen you would like it to display in the Layout Sections section.
  4. Click OK. The Use Function Date check box displays on the Add Service Order screen.
  5. Uncheck the check box to make the Item Date fields editable.
  6. Enter the desired Item Dates and Times.
  7. Order the necessary service order items. All the ordered items are assigned to the newly entered dates and times.

To change the date and time on an existing service order item:

  1. Click the Events button from the Main Menu. The Events screen opens.
  2. Select the event with the service order that has the item to edit.
  3. Right-click and select Edit -> Edit. The Edit Event screen opens.
  4. Select the Service Order Items tab.
  5. Select the item to edit.
  6. Right-click and select Edit -> Edit. The Edit Service Order Item screen opens.
  7. Enter the new Start and End Dates and Times.
  8. Click OK.

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Comments

4 comments

Date Votes
  • Michelle Herson

    If someone is unable to edit the times of a service order, what right do we need to change to give them access to do that?  They can change the times of the ordered items, just not the actual order.  Thanks!

    0 upvotes

  • Maggie U.

    Hi Michelle,

    Can you explain what you mean by the times of a service order?  Service orders only have a date attached to them but not times - those are on the item level.  Do you mean the times on the Function that the service order is assigned to?

    Thanks,
    Maggie

    0 upvotes

  • SPL PAU BÉARN PYRÉNÉES ÉVÈNEMENTS

    Bonjour,

    est-il possible de récupérer automatiquement les dates et heures des articles de commandes de services sur les articles de commandes d'achat correspondant lors de la création de commandes d'achats,

    je vous remercie

    Manue

    0 upvotes

  • Sharon Whitehall
    • Edited

    I think you are asking "is it possible to automatically retrieve the dates and times of the service order items on the corresponding purchase order items when creating purchase orders"

    When a purchase order / purchase order item is created it only brings over the event dates and times.

    0 upvotes

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